Advisor Partners’s Brandywine Realty Trust BDN Stock Holding History

Advisor Partners’s Portfolio BDN Stock Details BDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$148K	Buy	15,370 +3,309	+27%	+$37.3K	0.01%	802
2022 Q1	$171K	Buy	12,061 +38	+0.3%	+$514	0.01%	853
2021 Q4	$162K	Buy	12,023 +875	+8%	+$12K	0.01%	839
2021 Q3	$150K	Buy	11,148 +767	+7%	+$10.5K	0.01%	789
2021 Q2	$142K	Buy	10,381 +211	+2%	+$2.91K	0.01%	821
2021 Q1	$131K	Buy	+10,170	New	+$124K	0.01%	791

Other funds holding BDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisor Partners's BDN Position: Q2 2022 in Review

Advisor Partners increased its Brandywine Realty Trust (BDN) stake by 27% in Q2 2022, buying an estimated $37.3K and bringing the position to 15,370 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #802.

Advisor Partners first reported a position in BDN in Q1 2021 and has held it in 6 quarters since. The position peaked at $171K in Q1 2022. 238 funds tracked by Wall St. Rank hold BDN as of Q2 2022.

Advisor Partners held 15,370 shares of Brandywine Realty Trust worth $148K as of Q2 2022.
Advisor Partners bought 3,309 Brandywine Realty Trust shares in Q2 2022, an estimated $37.3K.
Brandywine Realty Trust made up 0.01% of Advisor Partners's portfolio in Q2 2022, its #802 holding.
Advisor Partners first reported a position in Brandywine Realty Trust in Q1 2021 and has held it in 6 quarters since.
Advisor Partners's Brandywine Realty Trust position peaked at $171K in Q1 2022.
238 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.